Signet Financial Management’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,034
| Closed | -$135K | – | 518 |
|
|
2021
Q4 | $135K | Buy |
+3,034
| New | +$135K | 0.02% | 294 |
|
|
2020
Q1 | – | Sell |
-5,279
| Closed | -$201K | – | 236 |
|
|
2019
Q4 | $201K | Buy |
+5,279
| New | +$201K | 0.04% | 236 |
|
|
2018
Q4 | – | Sell |
-351
| Closed | -$13K | – | 373 |
|
|
2018
Q3 | $13K | Sell |
351
-474
| -57% | -$17.6K | ﹤0.01% | 568 |
|
|
2018
Q2 | $30K | Buy |
+825
| New | +$30K | 0.01% | 460 |
|